FTCS vs SOXX

AFTCS

BSOXX

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · FTCS $13,686

Lowest cost0.33%SOXX · $33 on $10k

Most income1.12%FTCS · $112 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common0.0%FTCS and SOXX

FTCS

SOXX

First Trust Capital Strength ETF · $7.9BiShares Semiconductor ETF · $39.1B

+13.4%3 years · per year$14,567 · $27,604+40.3%

+6.5%5 years · per year$13,686 · $26,892+21.9%

0.53%Expense ratio$53 · $33 on $10k · lower wins0.33%

1.12%12-mo yield$112 · $76 on $10k0.76%

−8.1%Worst dropSmaller wins−39.5%

11.7%VolatilityLower wins49.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · SOXX

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSOXX	iShares Semiconductor ETFRead Desk		0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTCS vs SOXX

FTCS

First Trust Capital Strength

$13,687

SOXX

iShares Semiconductor

$26,892

MeasureFTCSSOXX

Fee0.53%0.33%

Cost on $10k a year$53$33

Yield1.12%0.76%

5 years, per year+6.5%+21.9%

3 years, per year+13.4%+40.3%

Worst drop · 1Y−8.1%−39.5%

Volatility · 1Y11.7%49.4%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FTCS, SOXX

Today

0.0%most shared, FTCS and SOXX

FTCSSOXX

FTCS—0.0%

SOXX0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$59most kept, FTCS

FTCS$112 − $53 = $59

SOXX$76 − $33 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee